Legal Processing Representative

4 weeks ago


Canton, United States Community Bank System, Inc. Full time

Overview

At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CBSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

This position is responsible for the processing of legal documents including subpoenas, tax levies, interrogatories, summons, writs, executions, etc.

* Process legal documents including, but not limited to, Restraining Notices, Subpoenas, and Levies.
* Assist with the processing of requests from attorneys on deceased customers.
* Provide assistance with bulk legal research.
* Place holds on customer accounts in accordance with legal regulations.
* Process release of funds to the appropriate entities.
* Maintain a shared log of all items processed.
* Assist other members of the department and legal unit as needed to ensure timely processing of legal documents received.
* As an integral member of the Deposit Operations Department, this position is also responsible to provide assistance wherever necessary to help the Deposit Operations Department and the Bank in achieving their annual goals.
* Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

Qualifications

* High School diploma or equivalent required; an Associate's Degree in Business or Accounting preferred.
* Proficient reading, writing, grammar, and mathematical skills.
* strong computer skills with proficiency in Microsoft Word and Excel.
* Excellent communication and customer service skills.
* Must be able to understand and carry out written and oral instructions.
* Must be detail oriented, and have excellent organizational and data entry skills.
* At least 2 years of legal office experience preferred.

Other Job Information

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

Community Bank System, Inc. will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department: employment@cbna.com

Minimum

USD $18.25/Hr.

Maximum

USD $24.71/Hr.



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